Institutional Ownership American Express CO (AXP)
This table provides information about the institutional ownership of American Express CO (AXP). We have compiled data on the 2,908 institutions that hold shares in the stock, with a total of 588 Million shares, which have been reported (via 13F filing form) to have a value of $177 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
1,332
shares
|
$400,878
0.07% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
1,327
shares
|
$399,373
0.26% of portfolio
|
Q4 2024
Reduced 94.99%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
1,324
shares
|
$398,471
0.17% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,322
shares
|
$397,869
0.45% of portfolio
|
Q3 2023
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
1,322
shares
|
$397,869
0.08% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,318
shares
|
$396,665
0.02% of portfolio
|
Q3 2024
Added 7.94%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
1,317
shares
|
$396,364
0.1% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
1,317
shares
|
$396,364
0.05% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Feb 21, 2025 Q4 2024 |
1,316
shares
|
$396,063
0.28% of portfolio
|
Q4 2024
Added 18.54%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
1,315
shares
|
$395,762
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
1,312
shares
|
$394,859
0.02% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,311
shares
|
$394,558
0.05% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
1,306
shares
|
$393,053
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
1,306
shares
|
$393,053
0.08% of portfolio
|
Q4 2024
Reduced 11.4%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
1,305
shares
|
$392,752
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
1,304
shares
|
$392,451
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Puzo Michael J
|
Feb 12, 2025 Q4 2024 |
1,300
shares
|
$391,248
0.11% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
1,300
shares
|
$391,248
0.06% of portfolio
|
Q3 2024
Reduced 21.69%
|
|
|
Wexford Capital LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
1,300
shares
|
$391,248
0.07% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
1,298
shares
|
$390,646
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
1,298
shares
|
$390,646
0.09% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,298
shares
|
$390,646
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
1,298
shares
|
$390,646
0.03% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
1,297
shares
|
$390,345
0.04% of portfolio
|
Q2 2024
Reduced 6.35%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,297
shares
|
$390,345
0.29% of portfolio
|
Q4 2024
Reduced 39.95%
|